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iShares Mortgage Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Continuum Advisory
Idaho
$403K +$540K +19,225 New
FFWM
52
Future Financial Wealth Management
Ohio
$398K -$15.7K -560 -4%
HIP
53
HUB Investment Partners
Texas
$394K
SF
54
Symphony Financial
Texas
$386K
PAG
55
Private Advisor Group
New Jersey
$373K -$10.6K -376 -2%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$370K -$246K -8,769 -33%
TI
57
Trexquant Investment
Connecticut
$359K +$482K +17,147 New
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$351K -$128K -4,556 -21%
Ameriprise
59
Ameriprise
Minnesota
$336K +$67.4K +2,399 +18%
TSS
60
Two Sigma Securities
New York
$301K +$404K +14,386 New
TPWA
61
TRUE Private Wealth Advisors
Oregon
$279K +$374K +13,329 New
HIS
62
Harvest Investment Services
Illinois
$267K -$1.74K -62 -0.5%
CC
63
Claybrook Capital
Massachusetts
$262K
JPLA
64
Joseph P. Lucia & Associates
New York
$261K +$12.6K +450 +4%
PFO
65
Pathstone Family Office
New Jersey
$246K
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$224K +$14.1K +501 +5%
Truist Financial
67
Truist Financial
North Carolina
$219K -$28.2K -1,003 -9%
KAS
68
Kestra Advisory Services
Texas
$212K +$28 +1 +0%
BFA
69
Beacon Financial Advisory
Ohio
$212K +$10.9K +387 +4%
RPCA
70
Running Point Capital Advisors
California
$209K
SIM
71
Seaview Investment Managers
Florida
$204K -$544K -19,367 -67%
BAAM
72
Baker Avenue Asset Management
California
$203K +$272K +9,672 New
Bessemer Group
73
Bessemer Group
New Jersey
$156K -$3.82K -136 -2%
SPIA
74
Steward Partners Investment Advisory
New York
$146K -$35.1K -1,250 -15%
MA
75
MCF Advisors
Kentucky
$135K